MasterClassTM

Capital Roundtable

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The Deal

 

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Buyouts

 

VC Experts

 

Merger Market

 

                  MasterClass™ on  

             Adding Value to P.E.

            Portfolio Companies--

           Strategies for Improving Their

               Operations & Returns


Featuring 20 Expert Speakers


Attendance Is Limited --
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FULL-DAY MASTERCLASS
Wednesday, June 25, 2008
8:00 am - 5:30 pm
New York City


SPECIAL HALF-DAY PRE-MASTERCLASS WORKSHOP (Optional)

Fundamentals of Developing an In-House Portfolio Company

Operations Department


Tuesday, June 24, 2008
2:00 pm - 5:00 pm
New York City

Designed to Meet the Needs of GPs & LPs& Managers of Middle-Market

Private Equity Firms,  Portfolio Company Executives, and the Lenders,

Lawyers, & Advisors Who Work with  Them

Faculty | Schedule | Registration | Location | Sponsorship | Audio Package

Facing greater competition and limited financing, private equity investors recognize that gone are the days when they could achieve good returns just by buying low, leveraging up, and selling high.

Busy GPs who used to “pinch hit” between deals by helping improve portfolio company performance are seeing that this work takes a specialized skill set, quite different from what it takes to source and finance a deal. 

So today, some GPs are themselves becoming deeply enmeshed in portfolio company operations, while others are relying  on the services of “hired gun” consultants – or increasingly are developing in-house operations teams.  

     

As a result, to differentiate their firms in today’s competitive and recessionary markets, many GPs have entered an operational “arms race,” struggling to develop or access capabilities to enhance the performance of their investments.  

If you’re interested in comparing notes on these trends with 20 of your peers who are testing out different operational strategies, then please join us for The Capital Roundtable’s first MasterClass on “Creating Value in P.E. Portfolio Companies,” being held Wednesday, June 25, in midtown Manhattan.

Come see how some of the best-managed private equity firms are --

  • conducting rigorous pre-investment operational assessment and planning
  • achieving 360° company and sector awareness
  • analyzing executive talents needed to manage and coach portfolio companies
  • pushing their companies’ management outside of their comfort zones to boost returns


This program will fill up quickly.  Please register now.  And if you do, you’ll save $400 with our special early-bird rate!

We also invite you to attend our MasterClass Workshop the day before, on Tuesday, June 24, that will address:

“Fundamentals of Developing an In-House
Portfolio Company Operations Department”


Chairing this unique MasterClass is Jon Weber, who manages the Portfolio Operations Team within Goldman Sachs’ Americas Special Situations Group.  The Portfolio Operations team drives value enhancement for selected business in which the firm is an influential equity investor.  Jon previously served as President of Icahn Enterprises and the senior finance and operations executive for Carl Icahn for whom he oversaw companies in which Mr. Icahn had significant investments. 

Jon Weber is widely acknowledged as an expert in private equity portfolio company management.   You’ll find out how Jon and others in the private equity industry have adopted best practices and avoided traps to accelerate the improvement of their investments. 

Joining him are 20 other leading operating partners and speakers who will share lessons they’ve learned from running companies of all kinds in a broad range of industries.

This MasterClass is being produced by The Capital Roundtable, America’s leading conference organization focusing on “need-to-know” information for professionals in the middle-market private equity community.  For more information about CR’s 25 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

Come to this MasterClass and find out:

  • how to determine when your portfolio becomes sufficiently operationally demanding to justify the cost of a dedicated in-house operations group
  • how to aggregate key operational aspects of your portfolio companies to save costs and support value growth
  • how to gather reliable real time information from company employees, competitors, customers, and suppliers to prevent getting just the spoon-fed version of conditions from management
  • why the steps you take in the early stages of an investment matter the most, and how operational involvement should evolve over the investment life-cycle
  • how to become an effective motivational force for improving portfolio operations
  • the different strategies that work for firms of different sizes and for companies in different sectors
  • why it’s crucial to get a jump on operational involvement, alignment, and resources well in advance of the deal
  • how to conduct intensive and systematic diagnoses of both a company’s performance and your own oversight
  • how to increase the likelihood that the management you hire is competent, loyal, and properly aligned with the goals of your firm
  • how to develop business plans that incentivize stakeholders to focus on and succeed in core value creation areas
  • where to find cost-cutting, outsourcing, marketing, technology, M&A, staffing, risk management, human resource, insurance, and strategy advice for your portfolio


You should attend this MasterClass if you are a:

  • GP who wants to know when to develop your own in-house special ops team
  • GP who wants to get more involved with operations
  • Operating partner who wants to see what other firms are doing
  • P.E. manager who wants to expand your skills beyond origination and financing
  • Institutional investor in P.E. funds
  • Operations consultant or advisory firm looking to connect with GPs
  • Anyone who wants to learn the unique and diverse strategies that top P.E. firms are using to enhance value

For more information, please feel free to contact Dana DeMattia at 212/832-7333 ext. 102 or ddemattia@capitalroundtable.com.

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Faculty

 Chaired By

  • Jon F. Weber, Head--Portfolio Operations, Americas Special Situations Group Goldman Sachs & Co. Inc.

 Hosted By

  • Burt Alimansky, Managing Partner, Alimansky & Bethell Group, and Chairman, The Capital Roundtable

Workshop Led By

  • Beverly W. Landstreet, Executive Vice President, Proudfoot Consulting

 Speakers

  • Robert Archambault, Partner, Platinum Equity LLC (workshop)
  • Dana Beth Ardi, Managing Director, CCMP Capital Advisors LLC
  • Philip A. Arra, President, Hunt Special Situations Group LP
  • Harvey Benenson, Managing Director, Lyons Benenson & Company Inc.
  • Kevin Charlton, Principal, Investcorp Inc. (workshop)
  • John Crocker, Managing Director, Citigroup Private Fund Group
  • Lee Dranikoff, Dir.--Strategic Initiatives, American Securities Capital Partners LLC
  • Mark L. First, Managing Director, Eos Partners LP
  • Simon J. Francis, Partner, CTPartners
  • Peter R. Frank, Senior Managing Director, GSC Group
  • David L. Gold, Operating Partner, Riverside Co.
  • Hilary Gosher, Managing Director, Insight Venture Partners LLC
  • Thomas Inck, Prinicpal, Inck Consulting
  • Matthew S. Kissner, President & CEO, Kissner Group LLC (masterclass & workshop)
  • Brad Kuntz, Partner, Ernst & Young LLP
  • David W. Knoch, Managing Director, Bear Stearns Merchant Banking
  • Varun Marya, Partner, McKinsey & Co. Inc.
  • Susan Mayer, Managing Director, Allied Capital Corp.
  • Jack McCarthy, Managing Director, Alvarez & Marsal
  • Hillel Moerman, Director, Goldman Sachs & Co. Inc.
  • Tagar C. Olson, Principal, Kohlberg Kravis Roberts & Co.
  • Stephen Presser, Managing Partner, Monomoy Capital Partners LP
  • Robert E. Taylor, Managing Partner, Advent International Corp.
  • David Teten, Managing Director, Evalueserve Circle of Experts
  • David C. Turner, Managing Director, Guardian Life Insurance Co. of America

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Schedule

MasterClass
07:30 - 08:30
08:30 - 09:00
09:00 - 09:45
09:45 - 10:30
10:30 - 11:00
11:00 - 12:00



12:00 - 01:00
01:00 - 02:00


02:00 – 03:00


03:00 - 03:15
03:15 - 04:15

 


04:15 - 05:15


05:15

Workshop
01:30 - 02:00
02:00 - 05:00

    


 

  

Wednesday, June 25, 2008

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Introductory Keynote
Chairman’s Keynote
Coffee & Networking Break
First Panel -- “How Leading P.E. Firms Approach & Organize Themselves Around Value Enhancement”

(This panel features four P.E. general partners representing funds of different sizes & portfolio management strategies.)

Luncheon & Networking
Second Panel– “Operating Partner Perspective – Improving Value Throughout the Investment Lifecycle” (This panel features four P.E. operations partners representing funds of different sizes & portfolio management strategies.)

Third Panel -- “PE Value Enhancement Toolbox – Key Disciplines Used” (This panel features four P.E. operations partners representing funds of different sizes & portfolio management strategies.)

Coffee & Networking Break
Fourth Panel -- “The Forest From the Trees -- How Key Stakeholders View The Role of PE in Value Enhancement” 

(This panel features a limited partner, a placement agent, a fund of funds manager, & a veteran CEO of a portfolio company.)

Fifth Panel -- The Role of Executive Talent in the Value Enhancement Process” (This panel features P.E. partner, a psychologist, an executive recruiter, & a compensation consultant.) 

Adjournment

Pre-MasterClass Workshops Tuesday, June 24, 2008

Registration & Networking
“Fundamentals of Developing an In-House Portfolio Company Operations Department” (This workshop features two P.E investors, a chief operating officer, & a consultant)

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Registration

  • Early Bird Registration Fee -- and save $400 off the regular fee! Register by Friday, May 2, and the fee for the MasterClass is $1495 -- or $1895 for both the MasterClass and Workshop.
  • Premiere Registration Fee -- and save $200 off the regular fee! Register by Friday, May 23, and the fee for the MasterClass is $1695 -- or $2095 for both the MasterClass and Workshop.
  • After that, the regular registration fee is $1895 for the MasterClass -- or $2295 for both the MasterClass and Workshop.
  • At the door, if space is available, the fee is $1995 for the MasterClass -- or $2395 for both the MasterClass and Workshop.
  • Special group rates -- The Capital Roundtable offers a special rate for 3 or more people from your firm.  For more info, please contact Amy Geiger ag@capitalroundtable.com or 212/832-7333 ext 103.

Click Here to Register >>     Purchase Audio Package >>


You can pay by credit card (using the links above) or by check. Mail your check and business card to: New York Business Roundtable Inc., 12 East 44 Street, Penthouse, New York, NY 10017.

If the program is oversubscribed, we will notify you immediately and not charge your credit card. (If you need to cancel, please do so by Wednesday, June 18, at 5:00pm, and we will credit you for a future meeting.)


From time to time, for reasons beyond Capital Roundtable's control, program schedules and speakers become subject to change. We make every effort to announce substantive changes by email to registrants at least 48 hours in advance.

Have a special question? Please contact Amy Geiger at 212/832-7333 ext. 103 or ag@capitalroundtable.com.

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Location

University Club

1 W 54th St.

New York, NY 10019

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Audio Package

Can't attend but want to hear the program? You can buy the audio package along with the handouts. Purchase the audio package online now.

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Sponsorship

The Capital Roundtable offers excellent sponsorship opportunities to reach the middle-market private-equity community. For more details, contact Arlene West at 212/832-0800 or by email at awest@capitalroundtable.com.

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